Carbine-Tomasello Retirement & Insurance Services

SAFE MONEY PLACES

The definition of safe money is money you cannot afford to lose.

A safe money place as one where your principal is protected from loss as long as you follow the initial guidelines, and if you do decide to take your money and leave, you know pretty much what leaving early will cost.

The opposite is a risk money place where if you decide to take your money you don't know what you will get back. It could be more than you put in - risk money places offer the potential for much higher returns than safe money places - but it could also be less than you started with or even zero.

If you would like to find our more about Safe Money Places, please visit our Learning Center for educational material or visit our educational website safemoneyplaces.com for more information regarding all Safe Money Places such as Certificates of Deposit and Savings Bonds.

​Fixed Index Annuities 101

Fixed Annuities

Fixed annuities are a great way to supplement lost income during retirement. Fixed annuities provide guaranteed streams of income you cannot outlive.

Life Insurance

The best type of life insurance is the type that is enforced when you pass away. These policies are a great way to financially protect your family and transfer wealth to beneficiaries in a tax efficient manner.

Long Term Care

With longer life expectancies, more seniors are needing some form of long term care during their retirement. Long term care helps to cover health care that is not covered by Medicare or Medicare Supplements.

DISCLAIMER:Carbine-Tomasello Retirement & Insurance Services does not warrant anything on this website, although we hope everything is accurate. We do not provide tax, legal, accounting, or investment advice. We are not responsible for any independent decisions made from information found on this website or links provided to external websites. You need to conduct your own research and consult with Carbine-Tomasello Retirement & Insurance Services or your own financial professional about your personal situation before making any financial decisions.

INFORMATION CONCERNING COPYRIGHT INFRINGEMENT CLAIMS:Carbine-Tomasello Retirement & Insurance Services provides links from its website to various third party sites which may enable you to obtain locations and information outside of our control. We neither control nor endorse such other websites, nor have we reviewed or approved any content appearing on them. We do not assume any responsibility or liability for any materials available at these websites, or for the completeness, availability, accuracy, legality or decency of these sites.